Affiance Financial’s Oracle ORCL Stock Holding History

Affiance Financial’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Buy	5,243 +33	+0.6%	+$7.22K	0.23%	45
2025 Q1	$728K	Buy	5,210 +106	+2%	+$14.8K	0.17%	56
2024 Q4	$851K	Buy	5,104 +7	+0.1%	+$1.17K	0.2%	57
2024 Q3	$869K	Buy	5,097 +1,293	+34%	+$220K	0.21%	55
2024 Q2	$537K	Buy	3,804 +11	+0.3%	+$1.55K	0.14%	61
2024 Q1	$476K	Sell	3,793 -300	-7%	-$37.7K	0.13%	67
2023 Q4	$432K	Sell	4,093 -350	-8%	-$36.9K	0.13%	69
2023 Q3	$471K	Hold	4,443	–	–	0.24%	65
2023 Q2	$529K	Hold	4,443	–	–	0.26%	65
2023 Q1	$413K	Hold	4,443	–	–	0.22%	70
2022 Q4	$363K	Hold	4,443	–	–	0.15%	82
2022 Q3	$271K	Hold	4,443	–	–	0.15%	68
2022 Q2	$310K	Hold	4,443	–	–	0.17%	71
2022 Q1	$368K	Hold	4,443	–	–	0.18%	74
2021 Q4	$387K	Hold	4,443	–	–	0.16%	84
2021 Q3	$387K	Sell	4,443 -1,000	-18%	-$87.1K	0.17%	82
2021 Q2	$424K	Hold	5,443	–	–	0.18%	80
2021 Q1	$382K	Hold	5,443	–	–	0.17%	80
2020 Q4	$352K	Hold	5,443	–	–	0.18%	81
2020 Q3	$325K	Hold	5,443	–	–	0.19%	75
2020 Q2	$301K	Hold	5,443	–	–	0.16%	73
2020 Q1	$263K	Hold	5,443	–	–	0.18%	70
2019 Q4	$288K	Hold	5,443	–	–	0.16%	77
2019 Q3	$300K	Hold	5,443	–	–	0.18%	75
2019 Q2	$310K	Sell	5,443 -126	-2%	-$7.18K	0.19%	75
2019 Q1	$299K	Sell	5,569 -367	-6%	-$19.7K	0.19%	74
2018 Q4	$268K	Sell	5,936 -300	-5%	-$13.5K	0.18%	79
2018 Q3	$322K	Sell	6,236 -300	-5%	-$15.5K	0.21%	70
2018 Q2	$288K	Sell	6,536 -300	-4%	-$13.2K	0.22%	74
2018 Q1	$313K	Sell	6,836 -300	-4%	-$13.7K	0.28%	62
2017 Q4	$337K	Buy	7,136 +770	+12%	+$36.4K	0.25%	57
2017 Q3	$308K	Sell	6,366 -233	-4%	-$11.3K	0.25%	61
2017 Q2	$331K	Sell	6,599 -250	-4%	-$12.5K	0.26%	53
2017 Q1	$306K	Sell	6,849 -177	-3%	-$7.91K	0.24%	59
2016 Q4	$270K	Sell	7,026 -177	-2%	-$6.8K	0.22%	69
2016 Q3	$283K	Sell	7,203 -455	-6%	-$17.9K	0.23%	66
2016 Q2	$313K	Hold	7,658	–	–	0.26%	63
2016 Q1	$313K	Hold	7,658	–	–	0.3%	66
2015 Q4	$280K	Hold	7,658	–	–	0.29%	64
2015 Q3	$277K	Sell	7,658 -300	-4%	-$10.9K	0.35%	62
2015 Q2	$321K	Hold	7,958	–	–	0.41%	66
2015 Q1	$343K	Hold	7,958	–	–	0.52%	53
2014 Q4	$358K	Buy	+7,958	New	+$358K	0.63%	43